Mark Nassiff Jr
Professional Summary
Mark Nassiff JR is a registered financial advisor currently at SOUTHCOAST ADVISORY GROUP, INC located in Fall River, Massachusetts. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mark has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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CITIZENS SECURITIES, INC.
Videos & Posts
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Contact Information
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CITIZENS SECURITIES, INC.
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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CITIZENS SECURITIES, INC.
Current Firm
SOUTHCOAST ADVISORY GROUP, INC | SOUTHCOAST FINANCIAL & RETIREMENT
Contact Information
Main Address
1320 North Main Street, Fall River, MA 02720Mailing Address
Po Box 9657, Fall River, MA 02720Phone Number
(508) 646-2780# of Employees
1Documents
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CITIZENS SECURITIES, INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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CITIZENS SECURITIES, INC.
State Registrations and Notice Filings
(3/13/2012)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed May 2001About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Nassiff JR's CRS (Customer Relationship Summary).
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CITIZENS SECURITIES, INC.
